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Matalia House,21 New Jagnath
Near Jain bhuvan,Rajkot, 360001

+91-0281- 6697500 | 6697501


Managed Accounts

All our clients get the benefit of our superior trading advice but successful wealth creation requires a lot of discipline, risk management and continuous monitoring. Our dedicated team can do this in an efficient manner while executing orders at the discretion of the client.

Every account has a customized investment philosophy formed after extensive discussions and profiling of client’s requirements. The resulting portfolio could be customized according to mid-cap/large-cap or trading horizons or instruments and strategies. This enables successful investments to be made in sync with clients expectations. The account will be continuously monitored and tracked by a dedicated Relationship Manager ensuring adherence to the client’s goals and expectations.

This service is ideal for investors who want to use our expertise and lack the time to focus their effort daily on tracking the markets.

We offer this service through two channels :

  • Direct Equity: Where individual strategy, sectoral, stock and timing decision are guided by us. These get the benefit of using a multitude of strategies without any directional bias and the high costs of Mutual Funds.
  • Mutual Funds: Where investors decide to get the benefit of our asset allocation and timing decisions while at the same time relying on more conservative mutual funds as their investment vehicle.

Managed Accounts